Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-977K- 50.53% |
$541M - $602M
|
956K
$635M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-992K- 12.0% |
$550M - $611M
|
7.28M
$4.83B
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-995K- 84.83% |
$551M - $613M
|
178K
$118M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03M- 7.31% |
$573M - $637M
|
13.1M
$8.71B
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.07M- 53.68% |
$593M - $660M
|
924K
$614M
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-1.08M- 45.81% |
$598M - $665M
|
1.28M
$848M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.09M- 93.72% |
$604M - $671M
|
73.1K
$48.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.09M- 91.31% |
$604M - $671M
|
104K
$68.9M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14M- 9.16% |
$633M - $703M
|
11.3M
$7.52B
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.4M- 96.94% |
$777M - $864M
|
44.3K
$29.4M
|
|
|
Oct 02, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.46M- 99.85% |
$811M - $901M
|
2.15K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-1.48M- 25.03% |
$822M - $913M
|
4.44M
$2.95B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.52M- 5.44% |
$840M - $934M
|
26.4M
$17.5B
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.36M- 20.36% |
$1.31B - $1.46B
|
9.25M
$6.14B
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.44M- 95.38% |
$1.35B - $1.5B
|
118K
$78.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.28M- 33.26% |
$1.82B - $2.02B
|
6.59M
$4.38B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.11M- 99.82% |
$2.28B - $2.53B
|
7.32K
$4.86M
|